IIM

Ipswich Investment Management Portfolio holdings

AUM $428M
1-Year Est. Return 15.46%
This Quarter Est. Return
1 Year Est. Return
+15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$403M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$412K
3
+$361K
4
SSD icon
Simpson Manufacturing
SSD
+$299K
5
NVDA icon
NVIDIA
NVDA
+$284K

Top Sells

1
+$1.55M
2
+$939K
3
+$865K
4
WM icon
Waste Management
WM
+$590K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$503K

Sector Composition

1 Technology 22.82%
2 Financials 13.52%
3 Healthcare 11.72%
4 Industrials 10.65%
5 Consumer Staples 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.27%
7,596
-20
77
$1.1M 0.27%
4,091
+75
78
$1.07M 0.27%
11,452
-450
79
$1.07M 0.26%
3,615
+120
80
$1.03M 0.26%
25,000
81
$1.02M 0.25%
16,711
-1,904
82
$1.01M 0.25%
7,201
-25
83
$1M 0.25%
4,050
-641
84
$992K 0.25%
3,698
+120
85
$986K 0.24%
9,428
+350
86
$975K 0.24%
4,658
-4,487
87
$957K 0.24%
6,233
-35
88
$946K 0.23%
7,406
-50
89
$945K 0.23%
9,052
-570
90
$943K 0.23%
9,047
-325
91
$942K 0.23%
2,864
92
$912K 0.23%
2,379
+26
93
$881K 0.22%
15,095
-50
94
$863K 0.21%
11,502
-65
95
$854K 0.21%
2,350
+250
96
$847K 0.21%
11,948
-595
97
$835K 0.21%
24,543
-745
98
$824K 0.2%
7,410
99
$790K 0.2%
23,127
100
$742K 0.18%
6,738
-1,010
2 3
4
5 6